NK
Neda Kanani
KANANI ADVISORY GROUP
IRVINE, CA 92618
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CRD#: 6923837
NK
Professional summary
Neda Kanani is a registered financial advisor currently at KANANI ADVISORY GROUP INC. located in Irvine, California.
Neda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Neda has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Neda Kanani is a licensed insurance agent. Neda Kanani works as an advisor and insurance agent with Kanani Advisor Group which is an insurance services company and an investment adviser, located at 16510 Bake Pkwy #100, Irvine, CA 92618. Neda Kanani devotes approximately ten hours per week to this business during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Neda Kanani's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 13, 2018 - Present
KANANI ADVISORY GROUP INC.
Office #1: 16440 Bake Parkway Suite 150, Irvine, CA 92618RIA
CRD#: 288314
IRVINE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KANANI ADVISORY GROUP INC.
KANANI ADVISORY GROUP | NAVID KANANI | KANANI, NAVID | KANANI FINANCIAL & INSURANCE SERVICES, INC. | KANANI ADVISORY GROUP INC.
CRD#: 288314 / SEC#: 801-125845
RIA
Registered Investment Advisory firm - (6/27/2022 Approved)California
Registered Investment Advisory firm - (11/20/2022 Terminated)Kentucky
Registered Investment Advisory firm - (10/21/2022 Terminated)Texas
Registered Investment Advisory firm - (10/21/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/13/2018)
Current Firm
KA
KANANI ADVISORY GROUP INC.
KANANI ADVISORY GROUP | NAVID KANANI | KANANI, NAVID | KANANI FINANCIAL & INSURANCE SERVICES, INC. | KANANI ADVISORY GROUP INC.
CRD#: 288314 / SEC#: 801-125845
RIA
Registered Investment Advisory firm - (6/27/2022 Approved)California
Registered Investment Advisory firm - (11/20/2022 Terminated)Kentucky
Registered Investment Advisory firm - (10/21/2022 Terminated)Texas
Registered Investment Advisory firm - (10/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16440 Bake Parkway Suite 150, Irvine, CA 92618
Mailing Address
Phone number
(949) 502-7001
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 986 |
| AUM (Assets Under Management) | $ 201,509,044 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
